Bridport Investments LLC was founded in October 2009 by Alexander B. Hood, its Managing Member, sole shareholder and only employee. Bridport was established as Limited Liability Company in Delaware and has its principal office at 17 Azalea Terrace, Cos Cob, CT. Mr. Hood has been involved in the investment industry since June 1996. Mr. Hood is a graduate of Hamilton College (A.B. 1982) and New York University, Leonard N. School of Business (M.B.A. 1994). Immediately prior to forming Bridport, Mr. Hood was President of Byram Capital Management LLC, a registered investment advisor that managed separate accounts for public and private pension plans, endowments, foundations, Taft-Hartley accounts, family offices, individuals and international institutional clients. Byram was formed in 2001 (by Mr. Hood and four partners) and was the successor to the value and balanced account businesses of Axe-Houghton Associates Incorporated, a registered investment advisor, where Mr. Hood had been employed since 1996. At Byram, Mr. Hood was a portfolio manager for Small Cap Value, Mid Cap Value and All Cap Value accounts. As a portfolio manager daily activities included: securities research, security selection, portfolio construction, asset allocation, and communications with clients. In addition, Mr. Hood was responsible for the firm’s securities trading, back- office, and corporate technology infrastructure. ADVISORY SERVICES AND FEES Bridport provides the following investment advisory services, where appropriate, to high net worth individuals, pension and profit sharing plans, or other business entities. Consulting Services Bridport provides consulting services to retirement plan sponsors and other investors with respect to such matters as: (1) identifying

investment objectives and restrictions; (2) allocating plan assets to various objectives; (3) selecting money managers to manage assets in ways designed to achieve objectives; (4) selecting mutual funds that retirement plan participants can choose as their funding vehicles; and (5) monitoring performance of money managers and mutual funds and making recommendations for changes. Portfolio Management Services Bridport does not currently have any Portfolio Management clients. On a discretionary basis, Bridport may provide portfolio management services tailored to a client’s investment objective and restrictions. Bridport determines the objective and restrictions through discussion with the client. Investment objectives can include long-term capital appreciation, capital preservation and the generation of current income, or a combination of objectives. Bridport may utilize one or a combination of the following types of securities when managing a client portfolio: equity securities, fixed-income securities, mutual funds, exchange traded funds (ETFs), and partnerships. Discretionary accounts may hold significant cash balances or similar investments if we are unable to find other investments that meet our criteria. Presently, Bridport intends to permit clients to impose restrictions on the management of an investment account. We expect that restrictions will fall into several categories: securities of a client’s employer or competitors of the employer; social concerns (tobacco, alcohol, gaming etc.) Wrap Fee Programs Bridport does not participate in any wrap fee programs. Assets As of December 31, 2023, Bridport advised defined-benefit pension plan clients, on a non- discretionary basis, whose assets total approximately US$352 million.